Privacy Policy
Last updated June 2026
Independence Financial Services, LLC respects the privacy of the people and businesses who contact our firm. This policy explains the general ways information submitted through this website may be collected and used.
Information We Collect
When you call us, use a contact form, or request information, we may collect the information you choose to provide, such as your name, phone number, entity type, services requested, tax year, referral source, and notes or questions.
How We Use Information
- To respond to your inquiry or service request.
- To determine the appropriate next step for tax, accounting, or advisory work.
- To maintain appropriate business records for firm operations.
- To improve the clarity, performance, and usefulness of this website.
No Sale of Personal Information
We do not sell personal information submitted through this website. Information may be shared only with service providers or professional tools used to operate the firm, or as required by law.
Security
We use reasonable administrative and technical safeguards. Please do not submit highly sensitive tax documents through a general website form. Existing clients should use the secure client portal when sending documents.
Contact
Questions about this policy can be directed to Independence Financial Services, LLC at 1410 Shore Road, Northfield, NJ 08225 or by calling (609) 645-0553.